FFM
LUMN icon

Forum Financial Management’s Lumen LUMN Stock Holding History

Forum Financial Management’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-17,569
Closed -$137K – 706
2025
Q4 		$137K Buy
+17,569
New +$145K ﹤0.01% 989
2025
Q3 		– Sell
-32,602
Closed -$143K – 1043
2025
Q2 		$143K Buy
32,602
+5,976
+22% +$23.2K ﹤0.01% 926
2025
Q1 		$104K Sell
26,626
-926
-3% -$4.61K ﹤0.01% 847
2024
Q4 		$146K Buy
27,552
+11,581
+73% +$79.9K ﹤0.01% 864
2024
Q3 		$113K Buy
+15,971
New +$68.2K ﹤0.01% 749
2023
Q4 		– Sell
-22,195
Closed -$31.5K – 707
2023
Q3 		$31.5K Sell
22,195
-392
-2% -$664 ﹤0.01% 635
2023
Q2 		$51K Buy
22,587
+45
+0.2% +$99 ﹤0.01% 649
2023
Q1 		$59.7K Sell
22,542
-30
-0.1% -$121 ﹤0.01% 611
2022
Q4 		$118K Buy
22,572
+30
+0.1% +$184 ﹤0.01% 568
2022
Q3 		$164K Buy
22,542
+7
+0% +$71 0.01% 504
2022
Q2 		$246K Sell
22,535
-2,180
-9% -$24.5K 0.01% 434
2022
Q1 		$278K Buy
24,715
+2,666
+12% +$30.5K 0.01% 426
2021
Q4 		$277K Buy
+22,049
New +$281K 0.01% 454

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Forum Financial Management's LUMN Position: Q1 2026 in Review

Forum Financial Management sold out of Lumen (LUMN) in Q1 2026, closing a stake of 17,569 shares — an estimated $137K sold.

Forum Financial Management first reported a position in LUMN in Q4 2021 and held it in 13 quarters. The position peaked at $278K in Q1 2022. 599 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

  • Forum Financial Management reported no remaining Lumen position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 17,569 Lumen shares in Q1 2026, an estimated $137K.
  • Forum Financial Management first reported a position in Lumen in Q4 2021 and held it in 13 quarters.
  • Forum Financial Management's Lumen position peaked at $278K in Q1 2022.
  • 599 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.